TrueAdvisor
TrueAdvisor
CH
CFP
CH
CFP

Chad Hassinger

Waverly Advisors, LLC
34 Years of Experience
Merrillville, IN
View SEC Summary
View SEC Summary

Chad Hassinger is a CFP-designated registered investment advisor at Waverly Advisors, LLC, based in Merrillville, IN, with 34 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 13 more. Their firm serves 13,689 clients with $30B in assets under management.

Waverly Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
227 advisors
Number of Clients
13,689 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$29.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees range from 0.25% to 1.50% annually, applied as a flat or declining marginal rate. Certain equity and options strategies carry an additional 0.25% annual fee. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

101 East 90th Drive, Suite A, Merrillville, IN, 46410

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Chad is a member of several LLCs including HK Management, Dunegrass, IQ Companies, IMAT, and WAAM Topco, all of which are not investment related. These activities require minimal time commitment.

Employment History
Current Registrations
Waverly Advisors, LLC
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Sii Investments, INC.Broker
October 2007 - December 2016 · 9 yrs 2 mos
Strategiq Financial Group, LLC
October 2007 - March 2024 · 16 yrs 5 mos
United Planners' Financial Services of America a Limited Partner
January 1999 - October 2007 · 8 yrs 9 mos
United Planners' Financial Services of America a Limited PartnerBroker
April 1996 - October 2007 · 11 yrs 6 mos
American Express Financial Advisors INC.Broker
April 1992 - April 1996 · 4 yrs
Ids Life Insurance CompanyBroker
April 1992 - April 1996 · 4 yrs
State Registrations2 states
ILIN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Merrillville, IN →All financial advisors in Indiana →